Jaclyn Angotti

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Executive Administrative Assistant

Independent Consultant

Jul 2016 - Current (8 years 11 months)

- Maintain multiple executive’s calendars, prioritizing meetings and conference calls - Project management and coordinating for Mastermind events - Mapping and coordinating extensive travel arrangements (domestic and international) - Manage multiple email accounts daily, ensuring excellent customer care for clients - Manage, code and record company expenses - Develop and nurture relationships with customers to understand their needs and how our solutions can benefit them
Executive Assistant to Senior Vice President

Waddell & Reed

Nov 2014 - Aug 2016 (1 year 10 months)

- Managed executive calendars, travel arrangements, meetings and conference calls - Planned corporate events and meetings - Prepared and tracked expense reports including the reconciliation of credit card receipts - Assembled reports, speaking notes, and PowerPoint presentations for meetings and client speaking engagements - Tracked and analyze team sales reports, call reports, and advisor interactions
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Executive Assistant / Business Development Coordinator

Novalex Consulting

Jun 2013 - Nov 2014 (1 year 6 months)

- Supported Novalex Consulting’s business development by identifying potential leads, collecting market and industry intelligence, and collaborating research with the team to execute business development activities and plans - Maintained a strong knowledge of all clients’ markets including any business trends and their competitive landscape to assist in developing and implementing strategic marketing plans for clients - Reviewed and revise marketing materials such as mailers, email blasts and logos by formatting content, copy, and graphics - Analyzed consumer market research by compiling, consolidating, formatting, and summarizing information into graphs and presentations

Education 0% verified

Jaclyn Angotti

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Jaclyn's likely patterns of behavior, thought, values, and emotion. Based on the HEXACO model, OCP instrument, and Torre’s own research.